We act as transaction and strategic advisors and agents to buyers and sellers of private companies in the lower middle-market.

Our Transaction Advisory Services are focused on planning, advising on, and executing sell-side merger and acquisition (M&A) and private equity recapitalization transactions that provide business owners with a complete exit or partial liquidity from their business as well as buy-side transactions that are pursued and executed to achieve corporate growth through strategic acquisitions.

Sell-Side Transaction Advisory Services

  •  Advising and representing owners on the sale of their business to strategic or private equity buyers.
  •  Advising and representing owners on the sale of a partial interest in their business to strategic buyers and private equity investors.
  •  Advising and representing owners on the sale of shares to an ESOP.
  •  Issuing transaction-based valuation, fairness, and other financial opinions.

 

Buy-Side Transaction Advisory Services

  • Advising and representing companies on strategic acquisitions and investments.
  • Advising and representing ESOP Trusts on the purchase of company shares.
  • Issuing transaction-based valuation, fairness, and other financial opinions.

 

Strategic Advisory Services

We work closely with business owners to plan for and execute successful strategies designed to maximize value upon an exit or liquidity event.  Read more about our exit planning services.

 

Our investment bankers are veteran dealmakers with decades of transaction experience that includes working and advising on deals surpassing $1 billion in total value.  Our professionals have the expertise necessary to guide companies through all phases of a buy-side or sell-side transaction from initial planning stages through deal closing.

 

Los Angeles: (213) 233-1100   |   San Diego: (858) 964-1985   |   San Francisco: (415) 745-3035

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